Pacific Southwest Association of Realtors (EIN 951581424) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1949

Legal Domicile

Principal Officer

Richard D'Ascoli

Phone

6194217811

Tax Period

2024-01-01 to 2024-12-31

Pacific Southwest Association of Realtors, founded in 1949, is a community nonprofit in the Community Improvement sector that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 9% surplus.

Mission

TO EMPOWER REAL ESTATE PROFESSIONALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,180,773

Investment Income $99,748

Other Revenue $153,340

TOTAL REVENUE $3,433,861

Expense Breakdown

Grants Paid $0

Salaries & Benefits $938,112

Fundraising Expenses $0

Other Expenses $2,188,457

TOTAL EXPENSES $3,126,569

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,433,861	$3,114,004	+0.1%
Expenses	$3,126,569	$2,932,036	+0.1%
Net Income	$307,292	$181,968	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$242,433

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard J D'Ascoli	CEO	40.00	Officer	$223,608	$18,825	$242,433
Jason K Lopez	Imm Past Pres	1.00	Officer Director	$0	$0	$0
Laurie MacDonald	President	1.00	Officer Director	$0	$0	$0
Michael Dullea Jr	Treasurer	1.00	Officer Director	$0	$0	$0
Martha G Duraiswamy	Director	1.00	Director	$0	$0	$0
Merrie Espina	Director	1.00	Director	$0	$0	$0
Norma Scantlin	Director	1.00	Director	$0	$0	$0
Valerie Gardner	Director	1.00	Director	$0	$0	$0
Monica Greenwood	Director	1.00	Director	$0	$0	$0
James O'Donnell	Director	1.00	Director	$0	$0	$0
Yvonne Cromer	President Elect	1.00	Officer Director	$0	$0	$0
Charmaine Orcino-Gonzales	Director	1.00	Director	$0	$0	$0
Paula L Gonzalez	Director	1.00	Director	$0	$0	$0
Rafael A Perez	Director	1.00	Director	$0	$0	$0
Amy Ruiz	Director	1.00	Director	$0	$0	$0
Amber Tannehill	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,433,861	$3,126,569	$5,962,554	$307,292
2023	$3,114,004	$2,932,036	$5,796,504	$181,968
2022	$3,042,116	$2,822,369	$5,579,289	$219,747
2021	$2,829,713	$2,737,551	$5,393,665	$92,162
2020	$2,131,068	$1,894,996	$5,206,691	$236,072

Pacific Southwest Association of Realtors